Blog
Comcast ActiveCore – Massive step forward for SD-WAN and Potential Router Market Trouble
Yesterday, Comcast announced its ActiveCore SDN platform. We are attending Comcast’s analyst day and learned quite a bit on day one, but wanted to focus this blog on Routing. To date, there has been an argument of SD-WAN and it ability to replace expensive telco MPLS solutions. If a customer… Read More »Blog
Cloud and DCI – Vendors with Different Definitions talk up DCI at Deutsche Bank Tech Conference
We attended the Deutsche Bank Tech conference this week and met with a ton of companies. It is always interesting to see the difference in questions from investors vs. those directly in the industry. During the conference, each company put spin and had different definitions of Data Center Interconnect (DCI)… Read More »Blog
Huawei Connect – Connecting Clouds and Everything Else
Last week we attended Huawei Connect conference in Shanghai which is turning into a massive event for Huawei with significant customer attendance. It was tons of fun to talk to customers, catch up with friends, and the different parts of Huawei while on the show floor. While there are ton… Read More »Blog
Nokia Broadband strategy Revealed
We attended the Nokia analyst meeting for its Fixed Access business, where the company explained its priorities for the upcoming year. these include: (a) an expansion to its In-Home WiFi focus, (b) an aggressive push to move all but physical layer functions into the Cloud, and (c) the launch of… Read More »Blog
Storage Infrastructure Market update
Tomorrow, at 8:30 AM, we are presenting at the Flash Memory Summit 2017 and will share our views on the storage infrastructure market. We expecting growth in segments such as hyperconverged, All Flash Arrays, and SDS. We expect growth from customer groups such as Cloud Service Providers, as well as… Read More »Blog
F5 Analyst Meeting – Application Security Focus
We attended the F5 analyst meeting, the first with new CEO, Francois Locoh-Donou. It is clear that the new CEO understands the impact the growth in the cloud has on F5, and VP Sales John DiLullo even went so far as to say that beginning about 18 months ago, his… Read More »Blog